Bridges Investment Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $160M | Sell |
489,080
-3,992
| -0.8% | -$1.24M | 1.95% | 15 |
|
|
2026
Q1 | $145M | Sell |
493,072
-4,613
| -0.9% | -$1.4M | 1.97% | 14 |
|
|
2025
Q4 | $160M | Sell |
497,685
-29,991
| -6% | -$9.29M | 2.03% | 14 |
|
|
2025
Q3 | $166M | Sell |
527,676
-3,054
| -0.6% | -$908K | 2.13% | 12 |
|
|
2025
Q2 | $154M | Sell |
530,730
-1,158
| -0.2% | -$296K | 2.08% | 14 |
|
|
2025
Q1 | $130M | Sell |
531,888
-8,505
| -2% | -$2.17M | 1.88% | 16 |
|
|
2024
Q4 | $130M | Sell |
540,393
-11,928
| -2% | -$2.78M | 1.81% | 15 |
|
|
2024
Q3 | $116M | Sell |
552,321
-6,299
| -1% | -$1.33M | 1.63% | 18 |
|
|
2024
Q2 | $113M | Buy |
558,620
+317,783
| +132% | +$62.1M | 1.72% | 17 |
|
|
2024
Q1 | $48.2M | Sell |
240,837
-2,891
| -1% | -$522K | 1.51% | 20 |
|
|
2023
Q4 | $41.5M | Sell |
243,728
-12,251
| -5% | -$1.86M | 1.37% | 21 |
|
|
2023
Q3 | $37.1M | Sell |
255,979
-8,094
| -3% | -$1.21M | 1.32% | 22 |
|
|
2023
Q2 | $38.4M | Sell |
264,073
-14,325
| -5% | -$1.97M | 1.29% | 22 |
|
|
2023
Q1 | $36.3M | Sell |
278,398
-39,855
| -13% | -$5.46M | 1.29% | 23 |
|
|
2022
Q4 | $42.7M | Buy |
318,253
+5,411
| +2% | +$686K | 1.57% | 19 |
|
|
2022
Q3 | $32.7M | Buy |
312,842
+11,190
| +4% | +$1.28M | 1.26% | 24 |
|
|
2022
Q2 | $34M | Buy |
301,652
+7,789
| +3% | +$965K | 1.24% | 24 |
|
|
2022
Q1 | $40.1M | Sell |
293,863
-421
| -0.1% | -$62.1K | 1.24% | 25 |
|
|
2021
Q4 | $46.6M | Buy |
294,284
+4,768
| +2% | +$783K | 1.36% | 25 |
|
|
2021
Q3 | $47.4M | Sell |
289,516
-5,656
| -2% | -$887K | 1.49% | 20 |
|
|
2021
Q2 | $45.9M | Sell |
295,172
-23,540
| -7% | -$3.7M | 1.37% | 22 |
|
|
2021
Q1 | $48.5M | Buy |
318,712
+2,286
| +0.7% | +$329K | 1.42% | 21 |
|
|
2020
Q4 | $40.2M | Sell |
316,426
-4,570
| -1% | -$511K | 1.24% | 27 |
|
|
2020
Q3 | $30.9M | Sell |
320,996
-50,298
| -14% | -$4.94M | 1.05% | 28 |
|
|
2020
Q2 | $34.9M | Sell |
371,294
-9,440
| -2% | -$896K | 1.27% | 23 |
|
|
2020
Q1 | $34.3M | Buy |
380,734
+60,640
| +19% | +$7.37M | 1.55% | 19 |
|
|
2019
Q4 | $44.6M | Buy |
320,094
+7,692
| +2% | +$987K | 1.65% | 18 |
|
|
2019
Q3 | $36.8M | Buy |
312,402
+12,153
| +4% | +$1.37M | 1.4% | 19 |
|
|
2019
Q2 | $33.6M | Buy |
300,249
+27,848
| +10% | +$3.07M | 1.29% | 20 |
|
|
2019
Q1 | $27.6M | Buy |
272,401
+16,460
| +6% | +$1.7M | 1.13% | 27 |
|
|
2018
Q4 | $25M | Buy |
255,941
+39,920
| +18% | +$4.25M | 1.17% | 25 |
|
|
2018
Q3 | $24.4M | Buy |
216,021
+5,684
| +3% | +$645K | 1.2% | 23 |
|
|
2018
Q2 | $21.9M | Buy |
210,337
+7,501
| +4% | +$823K | 0.99% | 26 |
|
|
2018
Q1 | $22.3M | Buy |
202,836
+74,757
| +58% | +$8.46M | 1.03% | 26 |
|
|
2017
Q4 | $13.7M | Buy |
128,079
+2,570
| +2% | +$260K | 1.1% | 25 |
|
|
2017
Q3 | $12M | Buy |
125,509
+40,197
| +47% | +$3.71M | 1.14% | 24 |
|
|
2017
Q2 | $7.8M | Buy |
85,312
+700
| +0.8% | +$60.4K | 1.05% | 26 |
|
|
2017
Q1 | $7.43M | Buy |
84,612
+634
| +0.8% | +$55.9K | 1.03% | 27 |
|
|
2016
Q4 | $7.25M | Sell |
83,978
-237
| -0.3% | -$18.1K | 1.03% | 26 |
|
|
2016
Q3 | $5.61M | Sell |
84,215
-1,958
| -2% | -$128K | 0.93% | 32 |
|
|
2016
Q2 | $5.36M | Buy |
86,173
+2,877
| +3% | +$180K | 0.93% | 30 |
|
|
2016
Q1 | $4.93M | Buy |
83,296
+3,506
| +4% | +$205K | 0.9% | 30 |
|
|
2015
Q4 | $5.27M | Buy |
79,790
+8,194
| +11% | +$534K | 0.94% | 29 |
|
|
2015
Q3 | $4.85M | Hold |
71,596
| – | – | 0.84% | 32 |
|
|
2015
Q2 | $4.85M | Buy |
71,596
+862
| +1% | +$56.3K | 0.84% | 32 |
|
|
2015
Q1 | $4.29M | Buy |
70,734
+575
| +0.8% | +$34.1K | 0.75% | 34 |
|
|
2014
Q4 | $4.39M | Buy |
70,159
+3,214
| +5% | +$193K | 0.78% | 34 |
|
|
2014
Q3 | $4.03M | Buy |
66,945
+5,512
| +9% | +$322K | 0.76% | 33 |
|
|
2014
Q2 | $3.54M | Buy |
61,433
+3,301
| +6% | +$186K | 0.67% | 38 |
|
|
2014
Q1 | $3.53M | Buy |
58,132
+18,477
| +47% | +$1.07M | 0.74% | 37 |
|
|
2013
Q4 | $2.32M | Buy |
39,655
+105
| +0.3% | +$5.75K | 0.52% | 43 |
|
|
2013
Q3 | $2.04M | Buy |
39,550
+4,075
| +11% | +$219K | 0.51% | 46 |
|
|
2013
Q2 | $1.87M | Buy |
+35,475
| New | +$1.8M | 0.49% | 48 |
|
Other funds holding JPM
Bridges Investment Management's JPM Position: Q2 2026 in Review
Bridges Investment Management reduced its JPMorgan Chase (JPM) stake by 0.81% in Q2 2026, selling an estimated $1.24M and leaving 489,080 shares worth $160M. The position accounts for 1.95% of the portfolio, ranked #15.
Bridges Investment Management first reported a position in JPM in Q2 2013 and has held it in 53 quarters since. The position peaked at $166M in Q3 2025. 3,452 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Bridges Investment Management held 489,080 shares of JPMorgan Chase worth $160M as of Q2 2026.
- Bridges Investment Management sold 3,992 JPMorgan Chase shares in Q2 2026, an estimated $1.24M.
- JPMorgan Chase made up 1.95% of Bridges Investment Management's portfolio in Q2 2026, its #15 holding.
- Bridges Investment Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 53 quarters since.
- Bridges Investment Management's JPMorgan Chase position peaked at $166M in Q3 2025.
- 3,452 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.